+96.2%
SMH vs VTRS
+66.3%
+29.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | +2.5% | +3.3% | -0.8% | +2.1% |
| 30D | -0.5% | -3.6% | +3.2% | -0.1% |
| 3M | -9.6% | +7.0% | -16.6% | -10.8% |
| 6M | +42.1% | +17.5% | +24.6% | +35.0% |
| YTD | +57.4% | +38.8% | +18.7% | +47.2% |
| 1Y | +96.2% | +69.2% | +27.0% | +77.4% |
| All | +96.2% | +66.3% | +29.9% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VTRS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling